# ALDRICH WEALTH, LIMITED PARTNERSHIP

ALDRICH WEALTH, LIMITED PARTNERSHIP of LAKE OSWEGO, OR is an SEC-registered investment adviser.

## Registration

- CRD: 147200
- Type: SEC-registered investment adviser
- SEC file number: 801-69190
- Location: 5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR, 97035
- Phone: 503-620-5329
- Latest filing: 2026-03-05
- Regulatory AUM: $7.6B
- Discretionary AUM: $6.4B
- Non-discretionary AUM: $1.2B
- Clients: 42
- Accounts: 2,477

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Scott Barchus | PRINCIPAL | — |
| Darin Earl Richards | CHIEF INVESTMENT OFFICER/PRINCIPAL | — |
| Abbey Rollins | PRINCIPAL | — |
| Carl James Pinkard | PRINCIPAL/VICE PRESIDENT | — |
| Heather MK Wonderly | PRESIDENT/PRINCIPAL | — |
| Nicole Raemaeker Rice | PRINCIPAL | — |
| Luan Drosso Dollens | CCO | — |
| Lucas Harper Zettle | CHIEF FINANCIAL OFFICER | — |
| Kayla Kristine Cook | PRINCIPAL | — |
| BARCHUS KEVIN SCOTT | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL; PRESIDENT/PRINCIPAL; PRINCIPAL | — |
| TATONE STEPHEN MICHAEL | VICE PRESIDENT | — |
| DANIELS TOBY JAY | PRINCIPAL | — |
| RICHARDS DARIN EARL | CHIEF INVESTMENT OFFICER/PRINCIPAL | — |
| MITCHELL RICHARD ALAN | BOARD MEMBER | — |
| ZIEKY CHARLEEN RACHEL | PRINCIPAL | — |
| PINKARD CARL JAMES | PRINCIPAL; PRINCIPAL/VICE PRESIDENT | — |
| STIMPSON JAIME KATHRYN | PRINCIPAL | — |
| WONDERLY HEATHER MK | PRESIDENT/PRINCIPAL; PRINCIPAL | — |
| RICE NICOLE RAEMAEKER | PRINCIPAL | — |
| MCMILLAN SHIRLEY ANN HUANG | CHIEF OPERATING OFFICER | — |
| DOLLENS LUAN DROSSO | CCO | — |
| ROLLINS ABBEY | PRINCIPAL | — |
| Heather M.K. Wonderly | PRESIDENT/PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147200/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147200/similar
- Related entities: https://search.stillhousedata.com/firm/147200/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147200

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.